200 South Executive Dr.,
1. What is a CFP ®?
CFP® professionals are held to strict ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the high standard of financial planning.
See Ten Questions to Ask Your Financial Advisor
2. What is an Enrolled Agent?
An Enrolled Agent (EA), is a federally-authorized tax advisor who has expertise in the field of taxation and is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels—examination, collection, and appeals—of the Internal Revenue Service. In addition to taxpayer representation, enrolled agents often provide tax consultation services and prepare a wide range of federal and state tax returns. To become an Enrolled Agent, one has to go through extensive testing in all areas of the tax law.
3. How do you meet with clients?
While I prefer to meet virtually, I do have two office locations for face-to-face meetings; one in Menomonee Falls, WI and the other in Grayslake, IL. My business is set up to be able to take full advantage of technology. This means we can meet virtually and work through the on boarding process and annual review process just as efficiently as meeting face-to-face.
4. How do you get paid?
The way I get paid depends on the services we decide to work on together. I charge a flat fee for my financial planning services and a flat percentage of assets that I manage. These are two different fees or all inclusive depending on which service tier you select. For example, if you invest $50,000, your fee is $500 billed annual directly from that investment account. Your financial planning fee depends on the complexity of your service, but starts as low as $140/mo for ongoing planning.
I do have the flexibility to find the best insurance products or 529 plans for my clients, which is compensated through a commission. This means I receive compensation based on the investment or product sold.
5. How can I get started?
Simply schedule time with me! I offer a risk-free, 30-minute discovery call for all prospects. We’ll get to know each other, chat about your needs and discuss how we can possibly work together.
6. Who do you work with?
I work with single, divorced and widowed women, who are committed to having a financial teammate alongside them for the long-term. I work with someone who is willing to have their assets managed and offer full disclosure of their entire financial picture. This openness and honesty is essential so we can work together in the most efficient way and get you on track to live your most meaningful life.
7. What if I'm not 50+?
That's fine! While my specialty is helping those 50+ plan for retirement, I have a handful of client's who are young but still need help with the planning and investment management!